IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

IBTD was delisted on the 15th of December, 2023.

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212 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.38%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$78.2M
2
AT
2
Arlington Trust
Alabama
$67.9M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$457M
4
HBT
4
Hills Bank & Trust
Iowa
$26M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.3M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$67.9M
2
Wells Fargo
2
Wells Fargo
California
$53M
3
BTI
3
Blue Trust Inc
Georgia
$11.6M
4
CCP
4
Cassia Capital Partners
North Carolina
$0
5
EH
5
Equitable Holdings
New York
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$3.03M 122,084 +4,050 +3%
WANY
77
Wealthspire Advisors (New York)
New York
$2.86M 115,268 -4,538 -4%
RIA
78
Regal Investment Advisors
Michigan
$2.76M 111,266 -21,231 -16%
LNC
79
Lincoln National Corp
Pennsylvania
$2.76M 111,120 -1,657 -1%
EP
80
Essential Planning
New Hampshire
$2.69M 108,326 +108,326 New
BFO
81
Boston Family Office
Massachusetts
$2.54M 102,328 -5,866 -5%
SPC
82
Sigma Planning Corp
Michigan
$2.37M 95,414 -24,896 -21%
RSWM
83
Robertson Stephens Wealth Management
California
$2.33M 93,827 -7,249 -7%
LIG
84
Lokken Investment Group
Delaware
$2.28M 91,701 +1,029 +1%
ACM
85
Advance Capital Management
Michigan
$2.2M 88,661 -5,221 -6%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.13M 85,932 +85,932 New
MML Investors Services
87
MML Investors Services
Massachusetts
$2.13M 85,737 +3,119 +4%
LF
88
Lantz Financial
Illinois
$2.09M 84,152 +9,786 +13%
EIA
89
Eldridge Investment Advisors
New Hampshire
$2.02M 81,770 -89,629 -52%
Citadel Advisors
90
Citadel Advisors
Florida
$1.98M 79,751 +24,051 +43%
SF
91
Safeguard Financial
Wisconsin
$1.98M 79,748 -6,556 -8%
SS
92
Simplicity Solutions
Minnesota
$1.97M 79,454 +2,320 +3%
CAN
93
Cetera Advisor Networks
California
$1.78M 71,857 -101,754 -59%
GC
94
Guidance Capital
Kentucky
$1.73M 70,138 +1,783 +3%
KFAA
95
Klaas Financial Asset Advisors
Illinois
$1.67M 67,439 +10,564 +19%
US Bancorp
96
US Bancorp
Minnesota
$1.63M 65,475 +59,415 +980%
BAM
97
Belpointe Asset Management
Nevada
$1.61M 64,767 +2,150 +3%
ABC
98
Associated Banc-Corp
Wisconsin
$1.42M 57,085 +4,392 +8%
CFG
99
Cooper Financial Group
California
$1.41M 56,779 +29,399 +107%
APP
100
Avantax Planning Partners
Iowa
$1.35M 54,408 -3,246 -6%
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4
5 6